Quantum Financial Advisors, LLC Sells in Q2 2025

Quantum Financial Advisors, LLC

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
-103K
- 18.17%
$28.02 - $34.71 $2.89M - $3.57M
464K $16M
AAPL
Apple Inc.

Technology
-540
- 0.78%
$172.42 - $223.89 $93.1K - $121K
68.9K $14.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
-29K
- 9.7%
$44.8 - $53.97 $1.3M - $1.57M
270K $14.6M
UNH
Unitedhealth Group Inc

Healthcare
-73
- 4.83%
$274.35 - $599.47 $20K - $43.8K
1.44K $448K
V
Visa Inc.

Financial Services
-966
- 24.21%
$308.27 - $373.31 $298K - $361K
3.02K $1.07M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-9.01K
- 13.5%
$36.25 - $42.28 $326K - $381K
57.7K $2.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-338
- 12.92%
$483.48 - $539.8 $163K - $182K
2.28K $1.11M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-5.99K
- 1.64%
$45.2 - $46.6 $271K - $279K
359K $16.6M
XOM
Exxon Mobil Corp

Energy
-444
- 4.16%
$99.93 - $119.04 $44.4K - $52.9K
10.2K $1.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-3.79K
- 8.16%
$41.1 - $42.37 $156K - $160K
42.6K $1.8M
MRK
Merck & Co., Inc.

Healthcare
-945
- 19.66%
$73.47 - $87.12 $69.4K - $82.3K
3.86K $305K
TXN
Texas Instruments Inc

Technology
-635
- 32.45%
N/A
1.32K $257K
COST
Costco Wholesale Corp

Consumer Defensive
-166
- 17.13%
$908.13 - $1056.85 $151K - $175K
803 $794K
CVX
Chevron Corp

Energy
-274
- 8.54%
$133.73 - $168.51 $36.6K - $46.2K
2.94K $420K
AMGN
Amgen Inc

Healthcare
-47
- 1.48%
$262.28 - $309.85 $12.3K - $14.6K
3.13K $873K
TRGP
Targa Resources Corp.

Energy
-202
- 6.72%
$157.32 - $205.72 $31.8K - $41.6K
2.8K $488K
JNJ
Johnson & Johnson

Healthcare
-238
- 4.25%
$146.36 - $159.82 $34.8K - $38K
5.36K $819K
MCD
Mcdonalds Corp

Consumer Cyclical
-269
- 24.28%
$285.55 - $321.23 $76.8K - $86.4K
839 $245K
KO
Coca Cola CO

Consumer Defensive
-1.02K
- 18.19%
$68.37 - $73.9 $69.7K - $75.4K
4.59K $324K
PEP
Pepsico Inc

Consumer Defensive
-113
- 3.24%
$128.02 - $151.37 $14.5K - $17.1K
3.38K $445K
COP
Conocophillips

Energy
-5
- 0.12%
$82.66 - $106.1 $413 - $531
4.22K $378K
AVIG
American Centy ETF Tr Avantis

ETFs
-1.82K
- 1.69%
$40.41 - $41.62 $73.4K - $75.6K
106K $4.4M
DFIV
Dimensional ETF Tr

ETFs
-1.5K
- 19.45%
$34.67 - $43.21 $52.1K - $64.9K
6.22K $266K
RSG
Republic Services, Inc.

Industrials
-150
- 15.11%
$227.2 - $258.07 $34.1K - $38.7K
843 $207K
ADP
Automatic Data Processing Inc

Industrials
-84
- 8.91%
$276.76 - $326.81 $23.2K - $27.5K
859 $264K
RTX
Raytheon Technologies Corp

Industrials
-400
- 15.61%
$113.75 - $148.48 $45.5K - $59.4K
2.16K $315K
QCOM
Qualcomm Inc

Technology
-167
- 7.48%
$124.66 - $159.48 $20.8K - $26.6K
2.07K $328K
CMCSA
Comcast Corp

Communication Services
-102
- 1.23%
$32.84 - $36.72 $3.35K - $3.75K
8.2K $292K
CSX
Csx Corp

Industrials
-1.13K
- 14.94%
$26.69 - $32.91 $30K - $37K
6.41K $209K
UNP
Union Pacific Corp

Industrials
-15
- 1.18%
$208.27 - $238.46 $3.12K - $3.58K
1.26K $289K
ADBE
Adobe Inc.

Technology
-35
- 5.58%
$340.0 - $420.68 $11.9K - $14.7K
592 $229K
STLD
Steel Dynamics Inc

Basic Materials
-106
- 4.88%
N/A
2.07K $202K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-2
- 0.17%
$167.22 - $212.42 $334 - $425
1.19K $234K
Lam Research Corp
-3
- 0.1%
N/A
2.86K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-9.99K
- 1.71%
N/A
574K $0
Dimensional ETF Trust
-56.6K
- 7.65%
N/A
683K $0
Dimensional ETF Trust
-30.9K
- 11.46%
N/A
239K $0
DFSB
Dimensional ETF Tr Dimensional
-2.68K
- 0.59%
N/A
454K $0
DFSI
Dimensional ETF Tr Dimen Intl
-52.8K
- 5.7%
N/A
874K $0
WSM
Williams Sonoma Inc

Consumer Cyclical
-1
- 0.07%
$137.62 - $174.44 $138 - $174
1.5K $245K
GM
General Motors CO

Consumer Cyclical
-1
- 0.02%
$42.48 - $50.46 $42.5 - $50.5
4.87K $239K
DIS
Walt Disney CO

Communication Services
-463
- 16.95%
$81.72 - $124.01 $37.8K - $57.4K
2.27K $281K
TT
Trane Technologies PLC

Industrials
-121
- 15.96%
$315.21 - $437.41 $38.1K - $52.9K
637 $278K
WFC
Wells Fargo & Company

Financial Services
-4
- 0.08%
$60.98 - $80.12 $244 - $320
4.99K $400K
CSCO
Cisco Systems, Inc.

Technology
-156
- 2.21%
$53.19 - $69.38 $8.3K - $10.8K
6.92K $479K
INTU
Intuit Inc

Technology
-25
- 6.63%
$544.07 - $787.63 $13.6K - $19.7K
352 $277K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 7.04%
$4164.15 - $5789.24 $20.8K - $28.9K
66 $382K
VEA
Vanguard Ftse Developed Market

ETFs
-120
- 1.04%
$45.65 - $57.01 $5.48K - $6.84K
11.4K $652K
AMD
Advanced Micro Devices Inc

Technology
-1
- 0.05%
$78.21 - $143.81 $78.2 - $144
2.21K $313K
Activity Summary
Buys All Purchases 83 New Holdings 21 Increased Positions 62 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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